I have reduced my earnings estimate for Cathay General Bancorp (NASDAQ: CATY ) partly because I have increased my provisioning expense estimate following the rapid deterioration of the asset quality. Further, I have increased the expected tax rate for 2025 as management isAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own o ...

Shares of Planet Labs (PL 5.41%) were flying higher on Thursday. The company's stock gained 5.9% as of 2 p.m. ET and was up as much as 12.6% earlier in the day. The leg up comes as the S&P 500 gained 0.4% and the Nasdaq composite was flat.Yesterday, Planet Labs announced a key new deal with an as yet unnamed "Asia-Pacific commercial partner."A new dealPlanet Labs signed a $230 million deal to develop and manage a new fleet of its high-resolution Pelican satellites. The company will reserve a certain portion ...

文章核心观点 - 分析师综合微软季度财报中Azure的优劣及公司在AI领域的表现进行分析，对微软投资价值看法不一，但普遍认可其AI潜力 [1][3] 各机构观点 摩根士丹利 - 认为微软正寻求平衡，虽Azure表现不佳，但生成式AI增长强劲且资本支出增长放缓，有望支持2026财年自由现金流加速增长 [3] - 商业预订增长超预期，抵消了Azure的疲软，Azure和M365 Copilot产品周期表现良好推动增长 [4] - 维持对微软的增持评级，将目标价从540美元降至530美元 [9] 美国银行 - 称微软季度财报喜忧参半，AI和云需求强劲，但Azure存在“罕见执行挑战” [4] - 认为Azure问题可解决，但未来几个季度增长仍可能受影响 [5] - 重申买入评级，目标价510美元 [9] DA Davidson - 表示微软三个业务部门表现稳定 [5] - 指出AI服务需求高，但核心Azure服务减速，管理层撤回下半年Azure收入加速增长指引 [6] - 维持中性评级，目标价425美元 [9] 雷蒙德詹姆斯 - 称本季度AI贡献可观，但Azure重新加速的时间线延长 [6] - 认为本季度令人失望，并非AI机会规模有变，而是把握趋势的时机问题 [7] - 重申跑赢大盘评级，目标价480美元 [9] RBC Capital - 强调Azure疲软，但微软其他领域有积极表现 [8] - 指出Azure以外收入不错，第三财季收入指引低于共识但每股收益超预期，Azure AI结果强劲超预期 [10] - 维持跑赢大盘评级，目标价500美元 [9] 摩根大通 - 称Azure疲软掩盖了本季度商业预订的繁荣，商业预订可能归因于OpenAI [10] - 认为这有助于缓解投资者对Stargate项目及微软与OpenAI关系的担忧，Azure的AI部分“相当健康” [11] - 维持增持评级，目标价465美元 [9] Truist - 表示微软本季度Azure令人失望，但人工智能表现出色 [11] - 指出AI战略有显著亮点，AI业务规模超130亿美元，AI积极势头可能促使微软收入重新加速 [12] - 重申买入评级，目标价600美元 [9] 派杰 - 称Azure业绩掩盖了本季度AI的潜在上行空间 [12] - 指出微软云+AI业务年运行率超1600亿美元且同比增长超20%，能维持超40%的高利润率运营模式 [13] - 维持增持评级，目标价520美元 [9] 高盛 - 表示投资者对Azure增长的担忧仍显著，Azure的不确定性可能掩盖了资本支出和每股收益指引的改善 [13][14] - 认为随着微软提升产能、优先发展AI机会并改善Azure执行，2025年第四财季Azure增长可能重新加速 [14] - 维持买入评级，目标价500美元 [9] 股价表现 - 周四微软股价下跌6%，至415.72美元，52周交易区间为385.58 - 468.35美元，过去一年上涨1.5% [15]

I’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my service to revolve around is momentum.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within th ...

Google SVP Rick Osterloh issued an internal memo to the Pixel/Android/Chrome team Thursday, announcing a “voluntary exit program.” TechCrunch has confirmed the letter’s existence with the company, after it was first reported by 9 to 5 Google.In a statement to TechCrunch, a spokesperson notes,The Platforms & Devices team is offering a voluntary exit program that provides US-based Googlers working on this team the ability to voluntarily leave the company with a severance package. This comes after we brought t ...

Shares of semiconductor manufacturing equipment company Lam Research (LRCX 8.69%) jumped on Thursday after the company reported financial results for its fiscal quarter that ended Dec. 29, 2024. As of 12:20 p.m. ET, Lam Research stock was up about 8%.Jumping right over a low bar of expectationsLam Research's management team had forecast revenue of around $4.3 billion for the most recent quarter. And it was on target with its guidance considering the company generated revenue of almost $4.4 billion. That was ...

文章核心观点 HII宣布Derek Murphy晋升为纽波特纽斯造船厂新建航母副总裁，负责在建的所有新建航母项目 [1] 人员晋升 - Derek Murphy晋升为纽波特纽斯造船厂新建航母副总裁，负责约翰·F·肯尼迪号（CVN 79）、企业号（CVN 80）和多里斯·米勒号（CVN 81）等在建新建航母 [1] - 公司总裁Kari Wilkinson对Derek Murphy的能力和承诺表示有信心 [2] 人员履历 - Derek Murphy 2002年加入公司，曾担任航空项目经理，2007年加入英格尔斯造船厂，2020年加入纽波特纽斯造船厂，担任约翰·F·肯尼迪号（CVN 79）项目总监 [2] - Derek Murphy是美国海军退伍军人，有20年舰载机飞行军官作战经验，拥有维拉诺瓦大学学士学位和东密歇根大学MBA学位 [3] 公司介绍 - HII是全球全领域国防供应商，使命是为国家提供强大舰船和全领域解决方案，助力客户维护全球和平与自由 [5] - HII是美国最大军事造船厂，有超135年提升美国国家安全历史，业务涵盖从舰船到无人系统、网络、情报监视侦察、人工智能/机器学习和模拟训练等关键能力，总部位于弗吉尼亚州，员工达44000人 [6]

Apple will report earnings for the first quarter of fiscal year 2025 after markets close Thursday. Analysts estimate that its quarterly revenue will be $124.39bn, year-over-year growth of roughly 4%, and that earnings per share will come in at $2.35.Investors are paying close attention to the company’s forays into artificial intelligence, which have progressed at a slower pace than its competitors and received mixed reviews, particularly the debut of Apple Intelligence at the end of October. The AI-powered ...

Shares of Cigna (CI -7.89%) were dropping Thursday. The stock was down 8.4% as of 1:20 p.m. ET but had lost as much as 11.3% earlier in the day. The leg down comes as the S&P 500 gained 0.2% and the Nasdaq Composite lost 0.2%.The insurer reported earnings before the market open, missing certain estimates and offering guidance that disappointed investors.The numbers didn't look greatWhile Cigna's Q4 revenue of $65.65 billion beat Wall Street's estimate of $63.44, rising medical costs led to a much more signi ...

The earnings docket is in focus amid a slew of megacap reports, with a handful of Dow components stepping into the confessional as well. Caterpillar Inc (NYSE:CAT) and Microsoft Corp (NASDAQ:MSFT) are among them, and as both securities tumble after reporting results, now looks like a good time to check in.Microsoft Stock's Worst Day Since OctoberMSFT is down 6% to trade at $416.03 at last glance, pacing for its fourth daily loss in five and worst day since October, but a floor at $410 looks ready to contain ...